1095 West Rio Salado Parkway, Suite 101, Tempe, AZ 85281

(480) 557-9727
info@graystonepartners.net
Client Login
Graystone Partners Home
  • Home
  • About Us 
    • About Graystone Partners
    • Locations
    • Meet the Team
    • Contact Us
  • Why Graystone 
    • The Graystone Partnership Process
    • Graystone Difference
    • Client Experience
  • Services 
    • All Services
    • Financial Planning
    • Investment Management
    • Insurance Planning
    • Estate Planning
    • Education Planning
    • Trust Services
  • Resources 
    • About LPL Financial
    • Weekly Market Commentary
    • Retirement Income Planning
    • Retirement Planning
  • Book An Appointment
  • Disclosures 
    • CRS
    • Privacy Policy
    • ADV Part 2A-2B

Surprises

Making the most of surprises is a great reason to work with us.

Have A Question About This Topic?

Thank you! Oops!

Related Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Contact

Office: (480) 557-9727

Toll-Free: (800) 569-8808

Fax: (480) 557-0202

1095 West Rio Salado Parkway

Suite 101

Tempe, AZ 85281

info@graystonepartners.net

Quick Links

  • Retirement Planning
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Graystone Partners Wealth Management, a registered investment advisor and separate entity from LPL Financial.

This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Graystone Partners Wealth Management, LLC unless a client service agreement is in place.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  AK, AZ, CA, CO, CT, FL, HI, IA, ID, IL, LA, MI, MN, MO, MT, NC, NE, NH, NM, OH, OR, PA, TX, UT, VT, WA, WI, WV and WY.

CA Insurance License Information:

Jerry Gray | Domicile AZ | 1095 W Rio Salado Pkwy #101, Tempe, AZ 85281 | CA Insurance # 0B33356

Graystone Partners Wealth Management Form CRS.